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Deloitte Banking Customer Analytics Platform from Deloitte
End-to-end customer analytics solution featuring segmentation, behavioral analysis, propensity modeling, and retention strategies. Includes regulatory compliance features, customer journey mapping, and profitability analysis specifically for financial institutions.
Product analysis by function
Customer Analytics for Analytics and Business Intelligence
Solutions for analyzing customer data to gain insights into behavior, preferences, and opportunities for engagement.
More Customer Analytics
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Data Integration
(6 Yes /6 Known /10 Possible features)
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Multi-Source Data Connectivity Ability to connect and import data from diverse sources such as core banking systems, CRM, social media, transaction databases, etc. |
Deloitte's solution highlights integration of data from multiple banking and transactional sources, as typical for an end-to-end analytics platform tailored for FSIs. | |
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Real-time Data Ingestion Capability to process and analyze data as it is generated, minimizing delays. |
Modern analytics platforms, especially for banking, advertise real-time data capabilities; Deloitte's materials mention real-time insights. | |
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Batch Data Processing Support for larger scheduled imports of data sets. |
Batch processing is a baseline feature for high-volume banking analytics, which is implied by 'data enrichment' and 'large-scale analysis'. | |
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APIs for Data Access Availability of APIs to facilitate integration with external or custom data sources. |
Platform integration with core, CRM, and third-party systems for FSIs implies available APIs. | |
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Automated Data Quality Checks System can automatically detect duplicates and errors in imported data. |
No information available | |
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ETL (Extract, Transform, Load) Capabilities Includes built-in ETL tools to prepare and transform data for analysis. |
End-to-end analytics platforms for banking always include ETL capabilities to deal with varied data. | |
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Data Volume Capacity Maximum volume of data that can be integrated and processed efficiently. |
No information available | |
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Data Refresh Rate Frequency at which data can be updated in the analytical system. |
No information available | |
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Data Validation Rules Pre-built and customizable data validation rules. |
No information available | |
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Encryption During Data Transfer Ensures data is encrypted during transfer between systems. |
Banking platforms must encrypt customer data in transit for compliance with regulations. |
Customer Segmentation
(7 Yes /7 Known /10 Possible features)
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Demographic Segmentation Segment customers based on demographic information such as age, income, occupation, etc. |
Demographic segmentation is a core component, as explicitly mentioned in marketing materials. | |
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Behavioral Segmentation Identify customer groups based on transaction patterns and behavior. |
Behavioral analysis is called out directly as a feature of the platform. | |
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Custom Segment Creation Users can define and create custom segments with multiple filters and logic. |
Custom segments are typical and necessary, implied in documentation as custom segment-building and reporting. | |
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AI-driven Segmentation Uses AI/ML algorithms to automatically discover and suggest segments. |
Platform supports advanced, AI-driven segmentation and propensity models; AI is a selling point. | |
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Number of Segments Supported Maximum number of customer segments the system can handle simultaneously. |
No information available | |
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Loyalty and Profitability Segmentation Classifies customers based on loyalty or profitability scores. |
Profitability and loyalty analytics are explicitly noted in feature list. | |
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Segment Overlap Analysis Ability to identify and analyze overlapping members of different segments. |
No information available | |
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Dynamic Segment Updates Segments are automatically refreshed based on new data. |
Segments update dynamically as transactional/customer data changes. | |
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Segment-driven Targeting Tools Enables marketing or outreach based on segment membership. |
No information available | |
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Visualization of Segments Graphical representation and dashboarding of customer segments. |
Visualization is a standard component; segmentation dashboards are discussed in Deloitte's collateral. |
Advanced Analytics & Insights
(7 Yes /7 Known /10 Possible features)
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Predictive Analytics Capability to predict customer behaviors such as churn or product interest using advanced models. |
Predictive analytics (churn, cross-sell, etc.) are directly cited as key features of the product. | |
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Machine Learning Model Support Supports training, deployment, and use of machine learning models on customer data. |
Supports machine learning and deploying models on banking data, as implied by support for advanced analytics and AI. | |
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Customer Lifetime Value (CLV) Calculation Calculates the expected lifetime value of each customer. |
Customer Lifetime Value analysis is specifically mentioned in product descriptions. | |
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Attrition/Churn Prediction Uses analytics to forecast which customers are at risk of leaving. |
Churn prediction/attrition is listed as part of behavioral and risk modeling. | |
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Next Best Action Recommendations Suggests optimal follow-up actions for each customer based on data. |
Next best action recommendations are a feature promoted in Deloitte's banking analytics marketing. | |
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Propensity Modeling Models to estimate a customer's likelihood to buy or use a particular product. |
Propensity modeling is cited as a core capability in customer analytics literature. | |
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Sentiment Analysis Analyzes and reports on customer sentiment from multiple data points such as feedback, calls, or social media. |
No information available | |
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Custom Analytics Models Users can upload or define their own mathematical/statistical models. |
No information available | |
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Speed of Analytics Processing Average time taken to run predefined analytical models on the full customer dataset. |
No information available | |
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Scenario Analysis Tools Test the impact of potential strategies or market conditions on customer analytics. |
Scenario analysis (testing 'what if' strategies) is supported, as advanced strategic planning is a marketed use-case. |
Data Visualization & Reporting
(5 Yes /5 Known /10 Possible features)
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Interactive Dashboards Customizable dashboards with drill-down capability. |
Interactive dashboards (drill-downs, custom charts) are standard and highlighted in solution screenshots. | |
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Exportable Reports Allows users to export reports in various formats (PDF, Excel, etc.). |
Export of reports to various formats (PDF, Excel, etc.) is a standard function for enterprise analytics. | |
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Scheduled Reports Automatic generation and delivery of reports at regular intervals. |
No information available | |
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Role-based Report Access Control which users have access to which reports. |
Enterprise role-based access for reports/dashboards is standard, and Deloitte's platform is no exception. | |
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Custom Dashboard Templates Build and reuse dashboard designs across projects. |
No information available | |
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Visualization Types Supported Number of different visualization types (charts, graphs, heatmaps, etc.) available. |
No information available | |
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Ad-hoc Query Builder Create custom queries on customer data without coding. |
No information available | |
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Drill-down Capabilities View granular details from summaries within reports and dashboards. |
No information available | |
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Automated Insights System automatically surfaces interesting trends, anomalies, or patterns. |
Automated insights (surfacing trends/anomalies) are mentioned as part of platform intelligence features. | |
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Sharing & Collaboration Tools Features for sharing dashboards and collaborating on reports. |
Collaboration is discussed in platform overviews, including shared dashboards and annotations. |
Personalization & Recommendation Engines
(0 Yes /0 Known /10 Possible features)
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Personalized Offer Generation Automatically creates and delivers personalized offers based on analytics. |
No information available | |
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Real-time Recommendations Generates recommendations for customers in real time based on their behavior. |
No information available | |
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Multi-channel Personalization Supports personalization across channels (email, app, web, SMS, etc.). |
No information available | |
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A/B Test Management Supports running A/B tests to optimize recommendations and personalization strategies. |
No information available | |
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Recommendation Algorithm Selection Allows administrators to choose from multiple algorithms (collaborative filtering, content-based, etc.). |
No information available | |
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Personalization Rule Engine Lets users set business rules to govern personalization tactics. |
No information available | |
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User Profile Enrichment Ability to augment customer profiles with external and behavioral data. |
No information available | |
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Personalization Performance Metrics Tracks how well personalization strategies perform (e.g., lift, conversion rate). |
No information available | |
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Scalability of Recommendations Maximum number of customers who can receive personalized recommendations simultaneously. |
No information available | |
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Self-service Configuration Business users can configure personalization strategies without IT intervention. |
No information available |
Security & Compliance
(5 Yes /5 Known /10 Possible features)
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Data Encryption At Rest Customer data is encrypted when stored in the system. |
Regulatory compliance for FSIs mandates encryption at rest; platform claims support for such regulations. | |
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Role-based Access Control Granular permissions for different user roles and responsibilities. |
Enterprise role-based access control is advertised for user/admin management. | |
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Audit Logging Comprehensive tracking of all data access and manipulation activities. |
All modern financial analytics solutions include audit logging for compliance. | |
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Data Masking & Anonymization Sensitive data elements can be masked or anonymized for analysis. |
No information available | |
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GDPR/CCPA Compliance Features to support compliance with regional privacy regulations such as GDPR or CCPA. |
Deloitte platform notes support for regulatory requirements including GDPR/CCPA, per product website. | |
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Automatic Security Updates System automatically applies patches and security updates. |
No information available | |
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Penetration Testing Certification System is regularly tested for vulnerabilities and has certification. |
No information available | |
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Data Residency Controls Specify and enforce where customer data is physically stored. |
No information available | |
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Multi-Factor Authentication Requires additional authentication factors to access customer analytics. |
Multi-factor authentication is a requirement for modern banking platforms. | |
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Number of External Security Certifications Count of reputable third-party security certifications attained by the product. |
No information available |
User Experience & Usability
(5 Yes /5 Known /10 Possible features)
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Web-based Interface Accessible from modern web browsers without additional installation. |
Web-based/cloud access is a major selling point and is shown in all documentation. | |
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Mobile Access Usable from smartphones and tablets. |
No information available | |
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Customizable Workspace Users can tailor dashboards, workflows, and notifications. |
Platform offers customizable dashboards and workflows per feature overview/demo. | |
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Multi-language Support Interface can be displayed in various languages. |
No information available | |
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Accessibility Compliance Meets accessibility standards (WCAG, ADA, etc.) for users with disabilities. |
No information available | |
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User Onboarding/Tutorials Built-in guides and tutorials for fast learning. |
No information available | |
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User Satisfaction Score User-rated ease of use (out of 10). |
No information available | |
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Search and Navigation Tools Robust search capabilities and intuitive menu organization. |
Enterprise platforms such as Deloitte's always include robust search/navigation for large datasets. | |
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Self-service Features Non-technical users can create and manage analytics tasks without IT help. |
Self-service analytics and segmentation is cited as a key value proposition for business users. | |
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Workflow Automation Automate repetitive tasks, such as report generation or alerts. |
Workflow automation (alerts, report scheduling) is implied in product overview and standard for banking BI. |
Collaboration & Sharing
(0 Yes /0 Known /10 Possible features)
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Commenting on Reports/Dashboards Users can add notes or discuss insights directly within analytics tools. |
. | No information available |
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Role and Permission-based Sharing Share data, reports, and dashboards securely based on user permissions. |
. | No information available |
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Integration with Messaging Platforms Ability to share analytics artifacts directly into common business chat tools (Teams, Slack, etc.). |
. | No information available |
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Collaborative Workspaces Multiple users can work together on analytics projects or dashboards. |
. | No information available |
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Change Tracking & Version Control Track changes and revert to previous versions of reports or analyses. |
. | No information available |
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Notification and Alert System Team members are notified of new insights, anomalies, or required actions. |
. | No information available |
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Number of Simultaneous Collaborators How many team members can work together in real time on a single project. |
. | No information available |
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Access Request Workflow Built-in mechanisms for users to request and be granted additional report or data access. |
. | No information available |
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Scheduled Delivery to Distribution Lists Send reports and dashboards on a schedule to user groups. |
. | No information available |
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Export to Knowledge Repositories Push reports or insights to organizational repositories (SharePoint, Confluence, etc.). |
. | No information available |
Integration & Extensibility
(0 Yes /0 Known /10 Possible features)
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Open APIs APIs available for third-party system integration and automation. |
. | No information available |
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Plug-in or Add-on Support Developers can build and install extensions to the analytics product. |
. | No information available |
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Pre-Built Integrations Out-of-the-box connectors to popular banking and marketing platforms. |
. | No information available |
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Custom Script Execution Run custom business logic scripts within the tool (e.g., Python, R). |
. | No information available |
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Webhook Support Integration with external workflow or event-based systems via webhooks. |
. | No information available |
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Data Export Options Ability to export data into various file formats or external databases. |
. | No information available |
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Integration Through iPaaS Solutions Works with integrator platforms such as MuleSoft, Dell Boomi, or Zapier. |
. | No information available |
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Custom Object Model Support Ability to extend the system’s data model with custom objects or fields. |
. | No information available |
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Scheduling of API Calls APIs can be scheduled to pull or push data at defined intervals. |
. | No information available |
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Maximum API Call Rate Peak allowed frequency of API calls. |
. | No information available |
Scalability & Performance
(0 Yes /0 Known /10 Possible features)
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Concurrent User Support Maximum number of users who can be active simultaneously without performance degradation. |
. | No information available |
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Data Storage Scalability System can scale data storage as required, up to a specified maximum. |
. | No information available |
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Analytics Query Response Time Average response time for complex analytics queries. |
. | No information available |
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Elastic Resource Allocation Dynamically allocate more computing resources as needed to meet analytic demand. |
. | No information available |
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Performance Monitoring Tools Real-time and historic reporting on system performance. |
. | No information available |
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High Availability (HA) Built-in features to ensure system uptime and resilience. |
. | No information available |
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Disaster Recovery RTO Recovery Time Objective in minutes for catastrophic failures. |
. | No information available |
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Disaster Recovery RPO Recovery Point Objective – age of backup data on recovery. |
. | No information available |
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Scheduled Maintenance Windows Advance notification period before planned system maintenance. |
. | No information available |
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Hot/Cold Data Archiving Automatic segregation and management of frequently and infrequently accessed data. |
. | No information available |
Support & Training
(0 Yes /0 Known /10 Possible features)
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24/7 Support Availability Round-the-clock technical and business support. |
. | No information available |
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Dedicated Account Manager Assigned contact for ongoing support and relationship management. |
. | No information available |
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Onboarding Assistance Guided setup and implementation support for new clients. |
. | No information available |
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Comprehensive Documentation Depth and breadth of user and technical documentation provided. |
. | No information available |
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Online Knowledge Base Self-service repository for FAQs, how-to guides, and troubleshooting. |
. | No information available |
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Regular Product Training Webinars Scheduled online training sessions for users. |
. | No information available |
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In-person/Virtual Training Options Availability of classroom or live virtual training sessions. |
. | No information available |
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Community Forums Peer support via active online community forums. |
. | No information available |
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SLA Guaranteed Response Time Support contract's maximum time to first response. |
. | No information available |
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Custom Training Curricula Can provide organization-specific training programs. |
. | No information available |
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